What Clients Say About Us

I really am happy you are watching this for me. There is no way I could keep up with
this. They make a mistake all the time!

– L.G., Connecticut

I just wanted to say a big thank you for your help navigating this (and saving me a lot of money I almost had to pay due to admin errors on their end). I really appreciate your help!

– E.A., Massachusetts

I was grateful to have a trusted advisor to ask questions and to provide me with the right solution for me.

– J.A.J., New Jersey

I learned that my confusion was justified in that the materials we were provided left many questions unanswered and as it turns out it seems the entity providing these choices was not operating in the best interest of the beneficiaries.


Anne was able to explain everything clearly and concisely and help guide us to a decision. She was also super timely in getting back to me to answer questions or plan dates to meet.

– A.R., Connecticut

I felt a sense of relief knowing a professional was in charge.

– D.B., Massachusetts

You definitely helped manage the completion of this process with a comfort that all was in place.

My experience so far has born that out.

– M.P.